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LeJeune Puetz Investment Counsel’s Kinder Morgan KMI Stock Holding History

LeJeune Puetz Investment Counsel’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$242K Sell
13,796
-1,779
-11% -$31.6K 0.09% 150
2022
Q4 		$282K Sell
15,575
-212
-1% -$3.81K 0.11% 138
2022
Q3 		$263K Hold
15,787
– – 0.11% 133
2022
Q2 		$264K Hold
15,787
– – 0.1% 132
2022
Q1 		$298K Hold
15,787
– – 0.1% 130
2021
Q4 		$250K Hold
15,787
– – 0.08% 144
2021
Q3 		$264K Hold
15,787
– – 0.1% 136
2021
Q2 		$288K Hold
15,787
– – 0.11% 135
2021
Q1 		$263K Hold
15,787
– – 0.1% 138
2020
Q4 		$216K Hold
15,787
– – 0.09% 140
2020
Q3 		$195K Hold
15,787
– – 0.1% 138
2020
Q2 		$239K Hold
15,787
– – 0.13% 124
2020
Q1 		$220K Buy
15,787
+1,250
+9% +$23.8K 0.13% 127
2019
Q4 		$308K Buy
14,537
+375
+3% +$7.59K 0.14% 125
2019
Q3 		$292K Sell
14,162
-658
-4% -$13.5K 0.15% 121
2019
Q2 		$309K Hold
14,820
– – 0.16% 119
2019
Q1 		$297K Sell
14,820
-3,666
-20% -$68.4K 0.16% 117
2018
Q4 		$284K Sell
18,486
-600
-3% -$10.2K 0.18% 115
2018
Q3 		$338K Sell
19,086
-795
-4% -$14.2K 0.2% 114
2018
Q2 		$351K Hold
19,881
– – 0.22% 107
2018
Q1 		$299K Sell
19,881
-1,179
-6% -$20.4K 0.18% 107
2017
Q4 		$381K Sell
21,060
-2,341
-10% -$42K 0.23% 100
2017
Q3 		$449K Hold
23,401
– – 0.29% 97
2017
Q2 		$448K Sell
23,401
-289
-1% -$5.75K 0.3% 97
2017
Q1 		$515K Hold
23,690
– – 0.37% 88
2016
Q4 		$491K Buy
+23,690
New +$501K 0.38% 89

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LeJeune Puetz Investment Counsel's KMI Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel reduced its Kinder Morgan (KMI) stake by 11% in Q1 2023, selling an estimated $31.6K and leaving 13,796 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #150.

LeJeune Puetz Investment Counsel first reported a position in KMI in Q4 2016 and has held it in 26 quarters since. The position peaked at $515K in Q1 2017. 1,304 funds tracked by Wall St. Rank hold KMI as of Q1 2023.

  • LeJeune Puetz Investment Counsel held 13,796 shares of Kinder Morgan worth $242K as of Q1 2023.
  • LeJeune Puetz Investment Counsel sold 1,779 Kinder Morgan shares in Q1 2023, an estimated $31.6K.
  • Kinder Morgan made up 0.09% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #150 holding.
  • LeJeune Puetz Investment Counsel first reported a position in Kinder Morgan in Q4 2016 and has held it in 26 quarters since.
  • LeJeune Puetz Investment Counsel's Kinder Morgan position peaked at $515K in Q1 2017.
  • 1,304 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.